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Portfolio (Quarterly) Guide ↗

BIP Wealth, LLC

· CIK 0001590214
13F Portfolio $3.5B AUM 560 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 149 New 248 Added 139 Reduced 45 Exited
Page 5 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NUE NUCOR CORP Basic Materials 3,826.0 $852K 0.02% -798.0 -17.3% $222.73 +13.7%
82 IBIT ISHARES BITCOIN TRUST ETF Financial Services 25,429.0 $847K 0.02% -2K -6.5% $33.29 +33.5%
83 BLK BLACKROCK INC Financial Services 765.0 $736K 0.02% -560.0 -42.3% $961.56 +22.8%
84 PEP PEPSICO INC Consumer Defensive 5,411.0 $733K 0.02% -2K -29.7% $135.40 +5.3%
85 UNH UNITEDHEALTH GROUP INC Healthcare 1,747.0 $726K 0.02% -1K -43.0% $415.58 -3.6%
86 RY ROYAL BK CDA Financial Services 3,478.0 $720K 0.02% -393.0 -10.2% $206.97 +0.1%
87 PJUL INNOVATOR ETFS TRUST 14,326.0 $699K 0.02% -2K -11.2% $48.81 +1.7%
88 EJAN INNOVATOR ETFS TRUST 19,096.0 $687K 0.02% -1K -5.6% $36.00 +2.6%
89 CRM SALESFORCE INC Technology 4,363.0 $684K 0.02% -2K -31.4% $156.66 +30.7%
90 SPIB SPDR SERIES TRUST 20,307.0 $679K 0.02% -2K -10.5% $33.46 -0.8%
91 NEOV NEOVOLTA INC Industrials 214,159.0 $675K 0.02% -12K -5.3% $3.15 +12.5%
92 ISHARES TR 33,580.0 $656K 0.02% -26K -43.2% $19.54
93 FTEC FIDELITY COVINGTON TRUST 2,282.0 $652K 0.02% -208.0 -8.3% $285.57 -1.3%
94 AGX ARGAN INC Industrials 805.0 $643K 0.02% -110.0 -12.0% $798.60 -43.4%
95 SKYT SKYWATER TECHNOLOGY INC Technology 17,984.0 $626K 0.02% -2K -9.4% $34.82 -6.8%
96 GLD SPDR GOLD TR Financial Services 1,555.0 $573K 0.02% -313.0 -16.8% $368.45 +14.4%
97 KJAN INNOVATOR ETFS TRUST 12,493.0 $570K 0.02% -2K -13.3% $45.63 +1.7%
98 RF REGIONS FINANCIAL CORP NEW Financial Services 18,344.0 $554K 0.02% -171.0 -0.9% $30.20 +2.1%
99 JANW AIM ETF PRODUCTS TRUST 13,842.0 $535K 0.01% -386.0 -2.7% $38.67 +1.8%
100 VFQY VANGUARD WELLINGTON FD 3,076.0 $524K 0.01% -746.0 -19.5% $170.27 +4.5%
Page 5 of 7  ·  139 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 59.6%
Technology 15.4%
Industrials 6.6%
Consumer Cyclical 4.6%
Healthcare 3.6%
Consumer Defensive 2.9%
Communication Services 2.3%
Energy 2.3%
Utilities 1.7%
Basic Materials 0.6%